• Enhance Resource Reconciliation view

    Currently Resource Reconciliation view provides the feature to make the bookings from there itself. i would recommend to make 2 enhancements to the Reconciliation view to make it more usable and user friendly. 1. Currently we do not have option to manage Excess booking from Reconciliation tab. When it's Booking shortage, we have an option to Extend booking but nothing when it's Excess. we have to find resource booking record to cancel it, it's very ineffective. if there can be a cancel bookings option right there in Resource Reconciliation view, it would have been helpful. 2. If we can make the adjustments to the hours as per needed on each day right there in the reconciliation view, this can be a great deal as majority of the clients miss Maintain Bookings feature which was in earlier version of PSA and resource allocation will become much more sophisticated.
  • Adding a resource with Multiple role in Team Member grid in PSA

    Can we make arrangements to ensure one resource can be added with Multiple resource roles on the project? This is to ensure the following: 1. When we add the resource with 2 roles the Resource assignment tab can show that the resource is playing how many roles on the project and hence can tell us the resource sales value too. 2. Sometime we sell that to the customer stating that XYZ Resource will be the Architect as well as the developer. This data is driven from the Team Member information and hence my scenario.